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BALCX vs CBALX
BALCX vs CBALX Comparison
Open Charts BALCX vs CBALX
American Funds American Balanced C
Price$37.10
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets255.64B
Columbia Balanced Inst
Price$55.44
Change-$0.05 (-0.09%)
VolumeN/A
Net Assets10.09B
BALCX vs CBALX Comparison Chart in %
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BALCX vs. CBALX commentary
Aug 19, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BALCX is a Buy and CBALX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 256B vs. CBALX (10.1B). CBALX pays higher dividends than BALCX: CBALX (1.87) vs BALCX (1.18). BALCX was incepted earlier than CBALX: BALCX (24 years) vs CBALX (34 years). BALCX (1.31) is less costly to investors than CBALX (0.68). CBALX is a more actively managed with annual turnover of: 200.00 vs. BALCX (44.00). BALCX has a lower initial minimum investment than CBALX: BALCX (250) vs CBALX (2000). BALCX annual gain was more profitable for investors over the last year : 7.01 vs. CBALX (6.00). BALCX return over 5 years is better than : 33.97 vs. CBALX (28.20).
| BALCX | CBALX | BALCX / CBALX | |
| Total Expense Ratio | 1.31 | 0.68 | 193% |
| Annual Report Gross Expense Ratio | 1.31 | 0.68 | 193% |
| Fund Existence | 24 years | 34 years | - |
| Gain YTD | 9.245 | 9.205 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 10.1B | 2,535% |
| Annual Yield % from dividends | 1.18 | 1.87 | 63% |
| Returns for 1 year | 7.01 | 6.00 | 117% |
| Returns for 3 years | 28.62 | 28.69 | 100% |
| Returns for 5 years | 33.97 | 28.20 | 120% |
| Returns for 10 years | 65.17 | 72.41 | 90% |
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